See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,600 | $159,602-38.8% | $150,045-35.0% | $142,382-31.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.73% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,757 | $4,961-24.3% | $4,693-19.9% | $4,299-12.6% |
| Participant deferral / active EE | $10,860 | $8,310+30.7% | $7,997+35.8% | $6,507+66.9% |
| Admin fee / account holder | $1,619 | $14,846-89.1% | $13,435-87.9% | $12,624-87.2% |